+155.3%
HBAN vs COO
+17.0%
+138.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -1.0% | -22.5% | +21.5% | +9.0% |
| 30D | -5.6% | -29.7% | +24.1% | +8.1% |
| 3M | -1.1% | -20.1% | +19.0% | +7.1% |
| 6M | +9.9% | -26.9% | +36.8% | +23.2% |
| YTD | -0.9% | -34.2% | +33.3% | +16.1% |
| 1Y | -1.4% | -21.3% | +19.9% | +6.7% |
| 3Y | +78.2% | -38.7% | +116.9% | +107.2% |
| 5Y | +37.0% | -52.2% | +89.2% | +74.6% |
| All | +155.3% | +17.0% | +138.3% | +175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded COO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling